See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,900 | $121,625-32.7% | $104,607-21.7% | $158,922-48.5% |
| Participation rate | 46.7% | 77.5%-30.9pp | 74.1%-27.4pp | 82.0%-35.3pp |
| Annual return | 17.52% | 465.26%-447.7pp | 340.46%-322.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $535 | $3,163-83.1% | $2,681-80.0% | $4,761-88.8% |
| Participant deferral / active EE | $1,283 | $4,177-69.3% | $3,740-65.7% | $5,982-78.5% |
| Admin fee / account holder | $13,665 | $7,787+75.5% | $6,473+111.1% | $11,246+21.5% |